Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Columbia Overseas Value I3 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONROE MEDICAL FOUNDATION INC DBA MONROE COUNTY MEDICAL CENTER MONROE COUNTY MEDICAL CENTER RETIREMENT PLAN | TOMPKINSVILLE KY | 240 | $11.7M | $1.2M |
| 2 | TECHNOLOGY & SERVICES IND ASSOC TECHNOLOGY & SERVICES IND ASSOC 401(K) P/S PLAN | SAN DIEGO CA | 123 | $13.5M | $342K |
| 3 | SUBURBAN EMPLOYEE SERVICES, LLC |
BIRMINGHAM MI |
| 941 |
| $61.7M |
| $333K |
| 4 | PENN VETERINARY SUPPLY PENN VETERINARY 401K PLAN | LANCASTER PA | 192 | $10.2M | $258K |
| 5 | SUVODA LLC SUVODA LLC 401(K) PLAN | CONSHOHOCKEN PA | 422 | $25.4M | $136K |
| 6 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD NJ | 366 | $53.2M | $117K |
| 7 | PERFORMANCE TRUCK AND HOUSTON HEAVY DUTY TRUCK AND TRAILER CLEVELAND MACK SALES, INC. 401(K) PLAN | CLEVELAND TX | 332 | $28.0M | $98K |
| 8 | ABLE INDUSTRIAL, LLC ABLE INDUSTRIAL LLC 401(K) PLAN | HOUSTON TX | 173 | $6.0M | $78K |
| 9 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $72K |
| 10 | FREEDOMPAY, INC. FREEDOMPAY, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 478 | $27.6M | $67K |
